IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

1,004 hedge funds and large institutions have $16.9B invested in iShares Gold Trust in 2022 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 334 increasing their positions, 341 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+45
Holders Change %
+4.69%
% of All Funds
16.98%
Holding in Top 10
122
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.17%
% of All Funds
2.06%
New
127
Increased
334
Reduced
341
Closed
66
Calls
$52M
Puts
$4.97M
Net Calls
+$47.1M
Net Calls Change
-$17M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
2
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
4
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
2
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$141M
4
UBS Group
4
UBS Group
Switzerland
$275M
5
BA
5
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.48B +$47M +1,371,115 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B -$31.7M -925,225 -2%
Bank of America
3
Bank of America
North Carolina
$1.32B -$24.9M -726,638 -2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$997M +$997M +29,062,324 New
Morgan Stanley
5
Morgan Stanley
New York
$839M -$12.1M -353,196 -1%
CSIA
6
Charles Schwab Investment Advisory
California
$718M -$8.41M -245,234 -1%
Wells Fargo
7
Wells Fargo
California
$499M +$28.5M +830,345 +6%
PCA
8
Personal Capital Advisors
California
$470M +$4.43M +128,975 +1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$382M +$29.6M +862,757 +8%
UBS Group
10
UBS Group
Switzerland
$275M -$45.5M -1,326,020 -14%
Citigroup
11
Citigroup
New York
$259M +$20.3M +591,816 +9%
Temasek Holdings
12
Temasek Holdings
Singapore
$249M – – –
LPL Financial
13
LPL Financial
California
$219M +$219M +6,376,123 New
Ameriprise
14
Ameriprise
Minnesota
$182M +$3.44M +100,353 +2%
CAM
15
Cresset Asset Management
Illinois
$177M +$18.8M +586,916 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$165M -$1.17M -33,963 -0.7%
PC
17
Packer & Co
Australia
$161M – – –
Charles Schwab
18
Charles Schwab
California
$142M -$112M -3,266,678 -44%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$141M -$73.5M -2,140,925 -34%
BTI
20
Blue Trust Inc
Georgia
$140M +$140M +3,793,741 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$139M -$7.79M -226,924 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$137M +$7.13M +207,837 +5%
HighTower Advisors
23
HighTower Advisors
Illinois
$132M +$47.1K +1,372 +0%
RJA
24
Raymond James & Associates
Florida
$130M -$1.28M -37,380 -1%
KeyBank National Association
25
KeyBank National Association
Ohio
$118M +$10.9M +317,551 +10%
1
2 3 4 5